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Business Finance Essentials for Leaders:

Demystifying Finance for Better Business Decision Making

The Program

This one-day program is designed to equip non-financial managers and leaders with the essential concepts, tools, and knowledge needed to understand finance and make informed business decisions. Participants will gain a solid understanding of how their decisions impact the financial health of an organization, enabling them to communicate more effectively with company leadership and contribute to company strategic goals.

Outcomes

Financial Analysis and Performance

  • Understand the role of finance in an organization
  • Understand, analyze, and interpret financial results to assess organizational performance

Strategic Decision-Making

  • Evaluate the financial implications of managerial decisions
  • Improve ability to develop capital investment analyses

Professional Communication

  • Enhance communication using appropriate terminology and concepts

Modules

Module 1: Financial Statements and the Language of Accounting

  • The language of accounting
  • Understanding key financial statements
  • Analyzing financial statements
     

Module 2: Cash Flow and Sources of Capital

  • Understanding the cash cycle
  • Sources of company capital 
     

Module 3: Managerial Finance

  • Cost behaviors
  • Cost center budgeting techniques
     

Module 4: Time Value of Money

  • Time value of money concepts
  • Solving for present value, future value, interest rates, time periods, and payments
     

Module 5: Capital Investment Analysis

  • Understanding relevant cash flows
  • Projecting cash flows
  • Techniques for making go / no-go decisions
     

Why Bentley?

Proven Reputation

A history of educating and elevating business leaders who make an immediate and lasting impact across all industries.

Expert Faculty

World-class researchers in fields such as leadership, collaboration, change, innovation, creativity, and more.

Business Leadership

Bentley is at the forefront of the latest trends in business from our Gallup Business in Society Report to years of experience in the finance, technology, inclusion, and leadership spaces.

Who Should Attend?

This certificate program is designed for managers, team leaders, and professionals who hold decision-making responsibilities and desire formal training in finance essentials. Individuals who participate in business planning, budget discussions, or resource allocation decisions, and seek to communicate more confidently with finance teams and senior leadership, or those who aspire to, are encouraged to attend this program.

Meet Your Facilitator

Steven Wasserman

Steven Wasserman

Senior Finance Lecturer , Finance

Steve Wasserman is Senior Lecturer of Finance at Bentley University, and Consulting Part-Time Chief Financial Officer.

Steven Wasserman has extensive experience as a corporate executive and chief financial officer. He has been part of the executive team of various firms involved in turnaround situations, mergers and acquisitions, and IPOs, and he has significant Wall Street experience raising capital and managing relationships with investors, investment bankers, rating agencies, and commercial banks.

In addition to publishing numerous pieces as a contributor to Forbes, he co-authored an article featured on CFOLeadership.com. His teaching interests include Corporate Finance, Financial Modeling, and Performance Measurement. He has an MBA from Babson College.

Program Details

Program Dates

Spring 2026

  • Friday, April 17th | 8:30AM-4:30PM

Program Cost: $2,500

  • Program fee includes tuition, meals, and instructional materials.
  • Register 30+ days in advance to receive a 20% discount.

Bentley Refund Policy

Bentley University will grant a full refund for cancellations received at least 30 days before the program start date. 

A 50% refund will be given for those cancellations made prior to fourteen days of the program start date. No refund will be granted for those cancellations received after that time.

Discounts

Group Enrollment - 30% Discount

Empower your team to learn together and grow as leaders. 

Bentley offers a special 30% off group rate discount to companies that send three participants or more. 

Supporting our Community

50% Discount for Alumni, Non-Profits, Service Members, Law Enforcement, and Job Seekers in Transition. Inquire for more info: execed@bentley.edu.

Elevate your team's skills with personalized, on-site training aligned with your business objectives

Early Registration Discount Ends:

March 19, 2026

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